Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Microsoft

Manage events in Dynamics 365 Customer Insights - Journeys

Microsoft via Microsoft Learn

Overview

Coursera Flash Sale
40% Off Coursera Plus for 3 Months!
Grab it
  • Learn how you can manage real-time events by using Dynamics 365 Customer Insights - Journeys.

    This module explains how to:

    • Create an event.
    • Host a Microsoft Teams webinar in Dynamics 365 Customer Insights - Journeys.
    • Manage sessions, speakers, and sponsorships.
    • Set up registration options.
    • Manage event logistics.
    • Publish an event.
    • Create event communications and journeys.
    • View and manage event registrations.
    • Book hotel rooms for staff, speakers, and guests.
    • View and manage event attendance.
    • Follow up with registrants and attendees after the event.
  • Learn to create, manage, and publish on-site events with Dynamics 365 Customer Insights - Journeys, including registration and logistics.

    In this module, you'll learn how to:

    • Create an in-person event in Dynamics 365 Customer Insights - Journeys.
    • Manage sessions, speakers, and sponsorships.
    • Configure registration options and setup event passes.
    • Capture additional information about the event including financial details and event team members.
    • Customize the calendar content for the event.
    • Manage event logistics.
    • Publish the event and view the event website.
  • Do you need to create webinars? This module explains the process of creating a webinar event within Dynamics 365 Customer Insights - Journeys.

    In this module, you'll learn how to:

    • Configure webinar settings for On24 and other third-party webinar providers.
    • Create a webinar event using On24 or other third-party webinar providers.
    • Create a webinar event using Microsoft Teams.
    • Build the registration form for a virtual event.
  • Learn how to promote events, manage registration and check-ins, and review results in Microsoft Dynamics 365 Customer Insights - Journeys.

    In this module, you'll:

    • Use emails, segments, and journeys to promote your events.
    • View and manage event registrations.
    • View and manage event attendance.
    • Follow up after the event.
  • Create and manage recurring events and event templates in Dynamics 365 Customer Insights - Journeys.

    In this module, you'll learn how to:

    • Create and manage recurring events.
    • Create an event template.

Syllabus

  • Manage real-time events in Customer Insights - Journeys
    • Introduction
    • Review the event business process
    • Create and set up an event
    • Host a Microsoft Teams webinar
    • Manage sessions, speakers, and sponsorships
    • Set up and manage a waitlist
    • Set up registration options
    • Manage event logistics
    • Publish an event
    • Create event communications and journeys
    • View and manage event registrations
    • Book hotel rooms for staff, speakers, and guests
    • View and manage event attendance
    • Follow up with registrants and attendees after the event
    • Create an event from another event
    • Check your knowledge
    • Summary
  • Create an on-site event in Dynamics 365 Customer Insights - Journeys
    • Introduction
    • Event website overview
    • Review the event business process
    • Create the event record
    • Manage sessions, speakers, and sponsorships
    • Configure registration options and set up event passes
    • Record additional information about the event
    • Manage event logistics
    • Publish an event
    • View the event website
    • Exercise - Create an on-site event
    • Check your knowledge
    • Summary
  • Create a webinar event in Dynamics 365 Customer Insights - Journeys
    • Introduction
    • Configure webinar settings
    • Create a non-Teams webinar event
    • Create a Microsoft Teams webinar event
    • Build the event registration form
    • Check your knowledge
    • Summary
  • Promote events, manage registration and check-ins, and review results in Dynamics 365 Customer Insights - Journeys
    • Introduction
    • Promote your events
    • View and manage event registrations
    • Book hotel rooms for staff, speakers, and guests
    • View and manage event attendance
    • Follow up after the event
    • Check your knowledge
    • Summary
  • Advanced event management features in Dynamics 365 Customer Insights - Journeys
    • Introduction
    • Create and manage recurring events
    • Create an event template
    • Check your knowledge
    • Summary

Reviews

Start your review of Manage events in Dynamics 365 Customer Insights - Journeys

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Someone learning on their laptop while sitting on the floor.